We are looking for people who are genuinely curious about fundamental long-term investing: how businesses create value over years, not weeks or quarters. You don’t need a specific major or a traditional finance background. What matters most to us is high agency and intellectual honesty: you take ownership, move work forward without being asked, and you’re clear about what you know, what you don’t, and what you’re still figuring out. 

You should be comfortable testing your views against the facts, updating them quickly, and admitting mistakes without ego. If you learn fast, ask good questions, and enjoy working on hard problems with no obvious right answer, you’ll fit in here. 

Depending on your skills and interests, your work may include: 

• Conduct fundamental company research: business model, unit economics, competitive advantages, management quality
• Develop and refine investment theses, including key milestones and risks 
• Assess market opportunities: TAM sizing, growth drivers, industry structure, and competitive landscape 
• Research broader markets and the economy: major trends, regimes, and factors relevant to our portfolio 
• Build financial models and valuation frameworks, and present investment recommendations 
• Analyze proprietary investment data to test ideas and challenge our process and philosophy 
• Build and maintain internal data systems: clean, organize, and improve databases and information workflows 
• Write scripts to automate workflows and aggregate proprietary/third-party data for analysis 
• Create dashboards and visualizations to make insights easier to track, question, and share